See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,670 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,837 | $56,629+182.3% | $77,999+104.9% | $55,167+189.7% |
| Participation rate | 95.5% | 73.3%+22.2pp | 75.5%+20.0pp | 69.0%+26.5pp |
| Annual return | 7.25% | 2866.98%-2859.7pp | 425.96%-418.7pp | 169.23%-162.0pp |
| Employer contribution / active EE | $12,870 | $1,723+646.9% | $2,470+421.0% | $1,963+555.8% |
| Participant deferral / active EE | $10,102 | $2,777+263.8% | $3,497+188.9% | $3,054+230.8% |
| Admin fee / account holder | $6 | $467-98.7% | $5,480-99.9% | $504-98.8% |